EU Car Registrations Increase by 1.4% Year-to-Date in November
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 23 2025
0mins
Should l Buy TSLA?
Source: SeekingAlpha
Passenger Car Registrations: EU passenger car registrations increased by 1.4% year-to-date by November 2025, but overall volumes remain below pre-pandemic levels.
Electric and Hybrid Market Share: Battery-electric cars accounted for 16.9% of the market, while hybrid-electric cars dominated with a 34.6% share, as petrol and diesel car registrations fell to 36.1%.
Sales Trends: In the first eleven months of 2025, 1.66 million new battery-electric cars and 3.41 million hybrid-electric cars were registered, while petrol car registrations dropped by 18.6%, particularly in France.
BYD's Performance: Chinese EV maker BYD sold 480,186 new energy vehicles in November, totaling 4.18 million units year-to-date, despite a 5.2% year-over-year decline in sales for the month.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 364.200
Low
25.28
Averages
401.93
High
600.00
Current: 364.200
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Capital Expenditure Concerns: Barclays analysts worry about Tesla's new 'Terafab' chip venture, estimating costs could rise into the trillions, potentially eroding cash flow and impacting profitability, posing challenges for the company's future growth.
- Sales Growth Expectations: Despite delivery challenges, analysts expect Tesla to achieve a 17% sales growth this quarter, with revenues exceeding $22.6 billion and projected earnings per share of $0.38, representing a 41% increase from last year, providing hope for the company's future.
See More
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See More
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- Chip Production Initiative: Musk's team has reached out to chip suppliers including Applied Materials (AMAT), Tokyo Electron, and Lam Research Corp. (LRCX) to procure advanced chipmaking equipment for the Terafab project, aiming to start silicon manufacturing by 2029, reflecting his ambition in the high-tech sector.
- Demand for Quick Quotes: Musk's representatives have requested rapid price estimates from suppliers while providing minimal product information, and this 'light speed' approach may accelerate project progress but could complicate supply chain management.
- Partnership Expansion: Intel (INTC) joined the Terafab project last week, collaborating with Tesla (TSLA), SpaceX (SPACE), and xAI (X.AI) to help refactor silicon fab technology, indicating significant industry support that could enhance the project's market competitiveness.
- Market Reaction: Tesla's delivery figures indicate sustained demand in the market, and despite inventory concerns, the stock rose by 8%, reflecting investor confidence in Musk's new plans and potentially laying the groundwork for future growth.
See More
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- Computing Capacity Goals: Terafab is expected to deliver about one terawatt of annual compute capacity, which will not only support Tesla's vehicle autonomy and robotics programs but also provide infrastructure for space-related initiatives tied to SpaceX, highlighting Tesla's ambitious goals in the AI sector.
- Positive Market Reaction: Following Musk's push for suppliers to accelerate, shares of Applied Materials and Lam Research rose over 1% and 3% respectively, while Tesla's stock climbed about 1%, reflecting market optimism regarding Tesla's AI chip manufacturing plans.
- Future Development Potential: Analysts suggest that the construction of Terafab could help address future chip and memory supply constraints, becoming a crucial part of Tesla's long-term AI infrastructure strategy and potentially paving the way for a future merger with SpaceX.
See More
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- Uber's Strategic Shift: Uber's announcement of over $10 billion investment in acquiring autonomous vehicles signifies a major strategic pivot, highlighting the substantial capital influx into AI-driven technologies and bolstering confidence across the tech industry.
- Expedia's Stock Volatility: Expedia's shares rose by 4%, despite an 8.7% decline year-to-date; investors who purchased $1,000 worth of shares five years ago would see their investment grow to $1,514, indicating long-term potential despite current economic and geopolitical challenges.
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See More
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- Significant Stock Decline: Lucid's stock has plummeted from over $500 to below $10, indicating a loss of investor enthusiasm for electric vehicles, which has resulted in increased market pressure and diminished investor confidence.
- Insufficient Production Capacity: In 2025, Lucid produced only 18,378 vehicles, which, despite being over 100% growth from 2024, pales in comparison to Tesla's 1.65 million units, highlighting Lucid's lack of competitiveness in the EV market.
- High Funding Needs: Ending 2025 with approximately $1.6 billion in cash may seem substantial, but considering its $1.2 billion R&D expenditure and the capital required for future expansion, the company faces significant financial pressure that could impact its ongoing operations.
- Caution for Investors: While Lucid has achieved notable milestones in a short time, as a still money-losing startup in a highly competitive industry, it struggles to scale, making it an unattractive investment choice for most investors.
See More
